+635.8%
BX vs HAL
-13.9%
+649.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +0.5% |
| 7D | +0.6% | +6.1% | -5.5% | -1.1% |
| 30D | +14.2% | +2.9% | +11.3% | +13.0% |
| 3M | -18.7% | +3.3% | -22.1% | -20.0% |
| 6M | +2.5% | -16.9% | +19.4% | +6.9% |
| YTD | -18.8% | +21.2% | -40.0% | -24.9% |
| 1Y | -10.3% | +27.5% | -37.9% | -18.4% |
| 3Y | +35.4% | -6.4% | +41.8% | +31.6% |
| 5Y | +0.3% | +58.0% | -57.7% | -19.2% |
| All | +635.8% | -13.9% | +649.7% | +471.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling